See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,081 | $83,477-36.4% | $125,175-57.6% | $72,985-27.3% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.4pp | 69.5%-36.2pp |
| Annual return | 15.55% | 25.78%-10.2pp | 43.79%-28.2pp | 81.00%-65.5pp |
| Employer contribution / active EE | $1,246 | $2,345-46.9% | $3,865-67.8% | $2,440-48.9% |
| Participant deferral / active EE | $2,618 | $3,585-27.0% | $4,937-47.0% | $3,607-27.4% |
| Admin fee / account holder | $31,883 | $5,517+477.9% | $9,702+228.6% | $5,124+522.2% |